Criteo — Third Quarter 2026 Earnings Summary

Criteo reported third-quarter 2026 revenue of $416 million, representing an 11% year-over-year decline, while net income fell to $6 million. The company's media spend reached $1.2 billion for the quarter, up 9% year-over-year at constant currency, and expanded Performance Connected TV capabilities to new global markets. Adjusted EBITDA for the quarter was $65 million, down 39% from the prior year, driven by softness in Performance Media and scope changes with specific Retail Media clients. Criteo maintains a financial liquidity position of approximately $788 million and expects full-year 2026 Contribution ex-TAC to decrease between 10% and 12% at constant currency.